Debbie Hall

@Future Financial Wealth Managment Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$136.745M

Total holdings449

Assets growth rate-2.37%

Assets growth rate (2-Q avg)10.38%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Future Financial Wealth Managment Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 449 positions.

Assets under management

The assets under management (AUM) of Future Financial Wealth Managment Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 136.745M in assets, with a quarterly growth rate of -2.37% and a 2-quarter average growth rate of 10.38%. The portfolio is managed by Debbie Hall, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SHYGIshares 0-5 Year High Yield Corporate Bond Etf Recent Activity Increased 2.6%	1.97%	$2.689M 63,100 shares@ $42.61 avg price	Increased 2.6%
PFXFVaneck Preferred Securities Ex Financials Etf Recent Activity Decreased -14.76%	1.92%	$2.613M 151,470 shares@ $17.26 avg price	Decreased -14.76%
AAPLApple Inc Com Recent Activity Decreased -4.87%	1.79%	$2.439M 9,739 shares@ $250.43 avg price	Decreased -4.87%
XLKTechnology Select Sector Spdr Fund Recent Activity Increased 4.04%	1.63%	$2.226M 9,572 shares@ $232.53 avg price	Increased 4.04%
GOOGAlphabet Inc Cap Stk Cl C Recent Activity Increased 6.69%	1.62%	$2.202M 11,565 shares@ $190.45 avg price	Increased 6.69%
JPSTJpmorgan Ultra-short Income Etf Recent Activity Increased 3.89%	1.55%	$2.109M 41,878 shares@ $50.38 avg price	Increased 3.89%
JQUAJpmorgan U.s. Quality Factor Etf Recent Activity Increased 3.9%	1.44%	$1.956M 34,154 shares@ $57.27 avg price	Increased 3.9%
IHAKIshares Cybersecurity & Tech Etf Recent Activity Increased 4.28%	1.34%	$1.825M 37,406 shares@ $48.8 avg price	Increased 4.28%
XLVSpdr Health Care Select Recent Activity Increased 5.32%	1.26%	$1.717M 12,481 shares@ $137.57 avg price	Increased 5.32%
SMHVaneck Semiconductor Etf Recent Activity Increased 6.44%	1.23%	$1.682M 6,944 shares@ $242.17 avg price	Increased 6.44%